Purchases and Sales Made in Q2 2023 in Ishares Msci Kld 400 Social Et (DSI)
This table provides information about the institutional ownership of Ishares Msci Kld 400 Social Et (DSI) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI KLD 400 SOCIAL ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-50- 1.22% |
$3.81K - $4.21K
|
4.06K
$448K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-57- 3.96% |
$4.35K - $4.8K
|
1.38K
$153K
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-58- 0.85% |
$4.42K - $4.89K
|
6.77K
$748K
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-71- 3.94% |
$5.41K - $5.98K
|
1.73K
$191K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-74- 62.18% |
$5.64K - $6.23K
|
45
$4.97K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-75- 0.89% |
$5.72K - $6.32K
|
8.34K
$920K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-78- 0.41% |
$5.95K - $6.57K
|
19.1K
$2.11M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-84- 2.4% |
$6.4K - $7.08K
|
3.42K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100- 2.15% |
$7.62K - $8.42K
|
4.55K
$502K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-113- 1.22% |
$8.62K - $9.52K
|
9.12K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-113- 3.12% |
$8.62K - $9.52K
|
3.51K
$388K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-114- 1.2% |
$8.69K - $9.6K
|
9.42K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-121- 2.8% |
$9.23K - $10.2K
|
4.2K
$463K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-126- 0.91% |
$9.61K - $10.6K
|
13.7K
$1.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-132- 1.26% |
$10.1K - $11.1K
|
10.4K
$1.15M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-133- 2.61% |
$10.1K - $11.2K
|
4.97K
$549K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-134- 2.03% |
$10.2K - $11.3K
|
6.46K
$714K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-138- 0.47% |
$10.5K - $11.6K
|
29.3K
$3.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-143- 0.07% |
$10.9K - $12K
|
199K
$21.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-150- 2.89% |
$11.4K - $12.6K
|
5.05K
$558K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-163- 0.57% |
$12.4K - $13.7K
|
28.7K
$3.17M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-165- 2.93% |
$12.6K - $13.9K
|
5.47K
$604K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-166- 0.92% |
$12.7K - $14K
|
18K
$1.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-172- 5.01% |
$13.1K - $14.5K
|
3.26K
$360K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-173- 6.61% |
$13.2K - $14.6K
|
2.44K
$270K
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-180- 4.88% |
$13.7K - $15.2K
|
3.51K
$387K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-206- 2.59% |
$15.7K - $17.4K
|
7.74K
$855K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-206- 2.59% |
$15.7K - $17.4K
|
7.74K
$855K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-213- 3.1% |
$16.2K - $17.9K
|
6.66K
$735K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-213- 0.3% |
$16.2K - $17.9K
|
71.8K
$7.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-237- 5.74% |
$18.1K - $20K
|
3.89K
$430K
|
|
|
Aug 09, 2023
Q2 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-239- 3.29% |
$18.2K - $20.1K
|
7.02K
$775K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-241- 0.72% |
$18.4K - $20.3K
|
33.1K
$3.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-242- 3.34% |
$18.5K - $20.4K
|
7K
$773K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-255- 9.17% |
$19.4K - $21.5K
|
2.53K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-261- 5.8% |
$19.9K - $22K
|
4.24K
$468K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-263- 3.2% |
$20.1K - $22.2K
|
7.96K
$879K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-271- 1.03% |
$20.7K - $22.8K
|
26.1K
$2.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-283- 4.97% |
$21.6K - $23.8K
|
5.41K
$597K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-300- 0.75% |
$22.9K - $25.3K
|
39.9K
$4.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-307- 13.35% |
$23.4K - $25.9K
|
1.99K
$220K
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-312- 11.35% |
$23.8K - $26.3K
|
2.44K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-323- 3.14% |
$24.6K - $27.2K
|
9.96K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-346- 3.27% |
$26.4K - $29.1K
|
10.2K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-351- 5.7% |
$26.8K - $29.6K
|
5.81K
$641K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-380- 5.73% |
$29K - $32K
|
6.25K
$690K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-424- 13.02% |
$32.3K - $35.7K
|
2.83K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-429- 28.99% |
$32.7K - $36.1K
|
1.05K
$116K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-437- 2.32% |
$33.3K - $36.8K
|
18.4K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-460- 0.75% |
$35.1K - $38.8K
|
61.3K
$6.76M
|